“The deflationary reality will mean even more monetary largesse is coming”.
Author: therealheisenberg
Jobless Claims Better Than Expected, But Stalled Re-Opening Push Looms Large
Congress will debate the contents of an assumed next round of virus relief later this month.
The Real Show (I’m Feeling Invincible Right Now’)
Gold, tech, and Chinese stocks.
Joe Biden Is A Regular Franklin Roosevelt (New Deal Sold Separately)
“Biden firmly believes you can’t leapfrog the political reality”.
‘Katrina Moment’: Is Trump Even Running For Reelection Anymore?
Maybe Jeff Gundlach was right.
Larry Kudlow Says Nobody Is Denying ‘Huge Jump’ In Virus Cases. Trump Blasts CDC On Schools
“They are asking schools to do very impractical things”.
Marko Kolanovic On The Rally, The Election, Tech Crowding And COVID-19
“Many investors did not participate in the equity rally”.
No, Stocks Aren’t Pricing In A ‘V-Shaped’ Recovery, Morgan Stanley Says
“…if investors expect a robust economic bounce back, they have an odd way of expressing it”.
Fairly Wacky Ideas.
“It sounds quite radical”.
Attack The Peg? Trump Administration Ponders Nuclear Option For Hong Kong Retaliation
“We are looking at numerous different things”.
Like The Rain
“We’re very much going to put pressure on governors and everybody else”.
Why One Bank Thinks Big Tech Is ‘The Most At Risk’ If Joe Biden Takes The Oval Office
And yet, all of this comes as the post-COVID reality tends to favor many of trends associated with “new” tech.
‘Cold War 2.0’ Isn’t Going To End. No Matter Who Is President
One should be wary of the tendency to suggest that the pandemic is a separate issue from the broader Sino-US conflict.
‘Why Now?’ Questions Abound About Timing Of China’s New Stock Bubble
Great questions, all.Â
There’s A Risk-Off Trade Afoot, You Just Didn’t Notice…
A quick look under the hood.
Maybe Biden Wouldn’t Be So Bad: Markets Begin To Ponder Trump Exit
“…trade policy should be less disruptive and the volume of nonsense tweets will be substantially reduced”.
‘NASDAQ HITS ALL TIME HIGH!’, Shrieked The Sovereign
…content in the notion that as long as equities are loitering in rarefied air, all must be right in the world.
Castles In The Sky.
Equities’ phoenix-like rise from the ashes of March is increasingly difficult to rationalize.
US Services Gauge Logs Biggest Jump In History. So There’s That.
Employment still looks shaky, though.
‘Healthy Cow!’ China Tempts Fate, Whips Up Stock Mania With Insane Editorial
“We look forward to the wealth effect of the capital market”.
There’s A New Bull In Hong Kong. And Xi Is Cracking Down Harder On Dissent
“He kept a bag with clothes and a toothbrush hanging on his front door so he would be ready for this”.
Door Number Three
“Where the prophet of doom sits”.
More Debt, More Liquidity, Higher Stocks (Hallelujah)
“I’ve heard there was a secret chord”…
Over The Line! Who Will ‘Tolerate’ Higher Long-End Yields?
Nobody, probably.
Goldman: US Recovery To ‘Stall’ Amid ‘Dramatic’ Virus Surge
“…officials have paused or reversed reopening in states containing more than half the population”.
Fast and Furious.
2020 is not a year during which you can write off indeterminacy using that old adage: “There’s always uncertainty”.
Shattered Dreams (Wile E. Coyote)
That’s your Wile E. Coyote moment.
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